Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13T
AUM Growth
+$44.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,547
New
Increased
Reduced
Closed

Top Buys

1 +$4.24B
2 +$3.79B
3 +$1.9B
4
MSFT icon
Microsoft
MSFT
+$1.9B
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73B

Top Sells

1 +$2.56B
2 +$1.46B
3 +$1.26B
4
MBB icon
iShares MBS ETF
MBB
+$1.26B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.1B

Sector Composition

1 Technology 14.43%
2 Financials 8.8%
3 Healthcare 6.75%
4 Consumer Discretionary 5.95%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$16.9M ﹤0.01%
106,414
+60,018
2252
$16.9M ﹤0.01%
125,352
-3,408
2253
$16.9M ﹤0.01%
360,287
-50,273
2254
$16.9M ﹤0.01%
550,353
2255
$16.9M ﹤0.01%
1,674,046
+574,319
2256
$16.9M ﹤0.01%
737,729
+8,145
2257
$16.8M ﹤0.01%
513,723
-234,778
2258
$16.8M ﹤0.01%
2,069,310
+427,047
2259
$16.8M ﹤0.01%
140,343
+65,773
2260
$16.8M ﹤0.01%
795,427
-21,817
2261
$16.8M ﹤0.01%
302,026
+50,088
2262
$16.8M ﹤0.01%
593,517
+118,816
2263
$16.8M ﹤0.01%
235,147
-81,297
2264
$16.8M ﹤0.01%
426,862
+303,252
2265
$16.7M ﹤0.01%
141,816
+28,722
2266
$16.7M ﹤0.01%
371,435
-41,340
2267
$16.7M ﹤0.01%
414,243
+54,405
2268
$16.7M ﹤0.01%
283,433
-16,120
2269
$16.7M ﹤0.01%
1,144,823
+692,994
2270
$16.7M ﹤0.01%
92,561
+16,762
2271
$16.7M ﹤0.01%
189,389
+44,618
2272
$16.7M ﹤0.01%
192,433
+161,570
2273
$16.6M ﹤0.01%
871,313
+72,162
2274
$16.6M ﹤0.01%
930,713
+228,048
2275
$16.6M ﹤0.01%
189,923
-24,578